Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Fiduciary Financial Advisor, Client-Centered Planning Pro

Muriel Consulting

Muriel Consulting in Albany, NY seeks a fiduciary financial planner who will serve an existing client base with trusted, thoughtful guidance in a professional growth environment. You will work within an established, supportive team to deliver solid financial planning, coordinate client service using CRM and planning tools, and build long-lasting relationships to help clients achieve their goals. The ideal candidate will be proactive, compliant with industry regulations, and adept at translating #J-18808-Ljbffr Muriel Consulting

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Fiduciary Financial Advisor, Client-Centered Planning Pro in Albany, NY vacancy
  •  ...will be proud to serve as a true fiduciary to the firms clients. They should be comfortable building...  ...trust and delivering thoughtful financial planning in a supportive, professional growth...  ...of CRM tools, MoneyGuide Pro and Advisor Engine #J-18808-Ljbffr Muriel Consulting
    Suggested
    Immediate start

    Muriel Consulting

    Albany, NY
    1 day ago
  • $63.8k - $196k

     ...possible as you partner with clients to unlock hidden value and deliver...  ...payroll, cloud-based HR and financial management solutions that put...  ...Financials Accounting Center/Prism Consultant your primary...  ...procedures Formulate overall project planning, budgeting, forecasting and... 
    Suggested
    Work experience placement
    Work at office
    Local area

    Accenture

    Albany, NY
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor...  ...where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...  ...Planner Board of Standards Center for Financial Planning, Inc. owns... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Albany, NY
    2 days ago
  • $50k

     ...branch-team business model. One financial advisor and one branch office administrator...  ...entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor,...  ...and adjust the branch business plan to increase branch effectiveness... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Albany, NY
    5 days ago
  • PNC is seeking a Client Relationship professional to manage investment and insurance strategies for clients in Troy, NY. This role involves developing financial plans, acquiring client relationships, and ensuring adherence to compliance while providing excellent client... 
    Suggested

    Dormont Manufacturing Co

    Albany, NY
    2 days ago
  • $90.2k

     ...impact providing expert financial advice with heart....  ...puts generosity at the center of saving and investing...  ...Thrivent’s comprehensive advisor onboarding program....  ...achievable advice and connect clients to Thrivent products...  ..., and dedicated planning fees for those who qualify... 
    Full time
    Local area

    Thrivent

    Albany, NY
    3 days ago
  • $62.4k

    KeyBank is seeking a Private Client Advisor to serve our Mass Affluent clients. This role involves providing investment solutions, growing client relationships, and ensuring comprehensive financial wellness. The ideal candidate will work closely with Retail Branch Managers... 

    KeyBank

    East Greenbush, NY
    2 days ago
  • $85k

    Summary The Senior Security Operations Center Analyst will be responsible for planning and implementing security measures to protect computer systems, networks, and data. This person will handle higher level security investigations and incidents. The Senior Security Operations... 
    Work at office

    Ryder System, Inc.

    Albany, NY
    2 days ago
  • $100k - $125k

     ...seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that...  ...candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your... 
    Start working today
    Live in
    Work at office

    New York Life

    Albany, NY
    2 days ago
  • $50k - $70k

     ...seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that...  ...candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your... 
    Start working today
    Work at office

    The Vermont Agency

    Albany, NY
    3 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles...  ...goals-based wealth management, including planning for retirement, education, legacy, and...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Albany, NY
    1 day ago
  •  ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide... 

    Voya Financial

    Albany, NY
    5 days ago
  • $55k - $130k

     ...Charter Oak Financial, a MassMutual firm, is...  ...deep support-helping advisors build meaningful businesses...  ...lasting impact on the clients and communities they serve...  ...expansion, succession planning, or deeper specialization...  ...* Commitment to fiduciary standards and client-focused... 
    Flexible hours

    Charter Oak Insurance and Financial Services

    Latham, NY
    3 days ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 388 Feura Bush Road - Glenmont, New York...  ...s split their time between client servicing and transaction support...  ...internal and external centers of influence. Reviews and...  ...health through education, planning, and tailored financial strategies... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Glenmont, NY
    3 days ago
  • $19.23 - $28.37 per hour

     ...problem solver, trusted advisor, and partner to the...  ...split their time between client servicing and...  ...to assist in client's financial wellness, both in person...  ...internal and external centers of influence. Reviews...  ...health through education, planning, and tailored... 
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    Key Bank

    Glenmont, NY
    2 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York;Clifton...  ...based wealth management, including planning for retirement, education, legacy,...  ...Advisors and Wealth Management Client Associates help clients pursue the... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Albany, NY
    1 day ago
  • $80k - $90k

     ...Role Overview As a Merrill Advisor Development Program – Financial Advisor, you will work with high-net‑worth...  ...goals of both existing and prospective clients. You will collaborate with and be...  ...of specialists to identify planning and investment strategies for a client... 
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Albany, NY
    3 days ago
  • $50k - $70k

     ...opportunity to break into the financial services industry! Our successful entry‑level financial advisor candidate has a passion for...  ...interest in financial data, estate planning, business administration,...  ...Work directly with clients to compile financial profiles... 
    Work at office

    The Vermont Agency

    Albany, NY
    2 days ago
  • $18 - $23.08 per hour

    KeyBank in Albany, NY is looking for a Teller who excels in client service. Responsibilities include assisting clients with transactions, identifying financial needs, and providing solutions to enhance their financial wellness. This position requires a High School diploma... 
    Hourly pay

    KeyBank

    Albany, NY
    3 days ago
  •  ...Wealth Management Advisor This role works with TD...  ...Wealth prospects and clients to attract and retain...  ...clients to analyze their financial information, including...  ...'s advisor. As a fiduciary, this role will put the...  ...long-term retirement planning, and annual reviews to... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office

    TD Bank

    Watervliet, NY
    3 hours ago
  •  ...Wealth Consultant Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term...  ...increase team referral activities. Develops Centers of Influence and referral sources by creating relationships... 
    Temporary work
    Work at office

    Pioneer

    Albany, NY
    3 days ago
  • A leading financial services firm is seeking a Financial Advisor in Albany, NY to build relationships and support client financial goals. This role offers comprehensive training and a unique...  ..., including medical, retirement plans, and performance bonuses. The position... 

    Edward Jones

    Albany, NY
    4 days ago
  • $61k - $119k

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused... 
    For contractors
    Work at office

    Northwestern Mutual

    Albany, NY
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to help clients achieve their financial goals. The role includes obtaining necessary licenses and practicing foundational skills for client relationships. With strong training and support, you'll develop a... 

    Dormont Manufacturing Co

    Albany, NY
    1 day ago
  • $50k - $70k

     ...Vermont Agency located in Albany, NY, is looking for an eager financial advisor for an entry-level position with significant growth potential. The role involves customizing financial plans, assessing client information, and making strategic financial recommendations. Ideal... 

    The Vermont Agency

    Albany, NY
    12 hours ago
  •  ...Private Client Investment Associate At J.P. Morgan...  ...you will be front and center representing our brand...  ...to meet their financial needs. As a Private Client...  ...to our Private Client Advisors. Your role will encompass...  ...with ongoing wealth planning for clients and referral... 

    JPMorgan Chase

    Albany, NY
    3 days ago
  •  ...a first-class experience to clients within J.P. Morgan's U.S. Private...  ...knowledge of investments, financial planning, credit and banking to both...  ...on-site health and wellness centers, a retirement savings plan,...  ...provides individuals, advisors and institutions with strategies... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Albany, NY
    4 days ago
  • $16.45 - $22.24 per hour

     ...time Bank Teller to provide outstanding service and support to clients. The role involves executing transactions accurately, detecting...  ...essential to the bank's vision of partnering with clients to meet financial goals. Salary range is between $16.45 and $22.24 per hour. #J-... 
    Hourly pay
    Full time
    Monday to Friday

    Pioneer Bank, National Association

    Latham, NY
    2 days ago
  •  ...Financial Advisor Our firm is rapidly expanding and we are currently looking for a new financial advisor to...  ...needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb... 

    The Vermont Agency

    Albany, NY
    12 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship...  ...building an integrated financial planning practice from the ground up....  ...network to build your business and client base Develop and execute...  ...Financial Representative or Advisor role upon graduation.... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Albany, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Fiduciary Financial Advisor, Client-Centered Planning Pro. Be the first to apply!